Send Reports to E-mail

Parent Previous Next

This option allows you to send any reports generated in the Reports menu and Print Options for Documents in the Input → Documents menu, if the E-mail option in the Send Report To field is selected.

You may also set the reports to be Send via E-mail in the Setup → System parameters → Company Info (Options tab) menu.

Before you can send a Report or a Document via E-mail you need to have an e-mail account with your Internet Service Provider and your system needs to be properly configured for Internet and E-mail access.

You also need to do the Internet Setup for the specific Set of Books. Should you send a report or document to the Internet, before you have done the Internet Setup, the following Information screen is displayed:

Click on the OK button, then click on the Setup → System parameters → Internet menu, or press the F5 key on your keyboard. Alternatively, press the Alt+S+P+B keys on your keyboard. Once the Internet is set up, and your system configured, you may proceed to send the selected reports, or documents, via the Internet.

To Send a Report via the Internet:

1.Launch your Internet connection (if it is not already connected).

2.Select the E-mail option in the Send Report to field of any Report Option or Document Option screen, if not already displayed.

3.Select the options for the specific report or document and click on the OK or Print button. The Sending E-mail and Fax Report screen is displayed:

4.Enter the subject and select the e-mail address from your address book.

5.If you need to enter a message, click on the Message button.

The status of your smtp internet connection will be displayed as Connected. If not, please connect to the Internet.

6.Enter a message for the recipient.

7.Click on the Send button. The report or document will be sent via e-mail to the selected recipient.

8.Click on the Cancel button, or on the Close button on the title bar, to close or exit this screen.

Once the e-mail has been sent successfully, an e-mail message will be received to confirm that it was sent successfully, when you check for incoming mail. It may be prudent for you to set your "Message Filtering" on your e-mail client, so that these e-mails are all automatically saved in the one location.

The names and E-mail addresses in the Address Book are entered in the Edit → Debtor (General Information tab) and in the Edit → Creditor (General Information tab) and / or in the Edit → Contacts menu.

Created with the Personal Edition of HelpNDoc: Free PDF documentation generator